Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Allspring Special Mid Cap Value Fund; Class R6 Registered Investment Company in their Schedule of Assets, totaling $5.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CATTERTON MANAGEMENT COMPANY, LLC CATTERTON MANAGEMENT COMPANY LLC 401(K) PLAN | GREENWICH CT | 243 | $61.7M | $2.5M |
| 2 | PERMANENTE DENTAL ASSOCIATES, PC PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN | PORTLAND OR | 168 | $164.8M | $1.3M |
| 3 | PENDLETON WOOLEN MILLS, INC. |
PORTLAND OR |
| 443 |
| $70.8M |
| $1.0M |
| 4 | PENDLETON WOOLEN MILLS, INC. PENDLETON WOOLEN MILLS 401K SAVINGS PLAN FOR HOURLY PAID EMPLOYEES | PORTLAND OR | 205 | $5.3M | $96K |
| 5 | GILES AUTOMOTIVE, INC. GILES AUTOMOTIVE, INC. 401(K) PLAN | LAFAYETTE LA | 148 | $4.4M | $82K |
| 6 | KAPLAN DEVELOPMENT GROUP LLC KAPLAN DEVELOPMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | JERICHO NY | 920 | $4.9M | $69K |
| 7 | THE DON CHAPIN CO., INC. THE DON CHAPIN CO., INC. 401(K) PLAN | SALINAS CA | 271 | $38.6M | $51K |
| 8 | WHITELEY TECHCNICAL SERVICES, LLC WHITELEY TECHNICAL SERVICES, LL 401(K) PLAN | BEAUMONT TX | 252 | $4.7M | $12K |
| 9 | GB CAPITAL HOLDINGS LLC GB CAPITAL HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | NATIONAL CITY CA | 117 | $1.3M | $5K |
| 10 | ARVINAS OPERATIONS, INC. ARVINAS, INC. 401K PLAN | NEW HAVEN CT | 433 | $57.2M | $2K |
